RWM
PMM

Ritholtz Wealth Management’s Franklin Managed Municipal Income Trust PMM Stock Holding History

Ritholtz Wealth Management’s Portfolio PMM Stock Details PMM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-24,617
Closed -$139K – 703
2022
Q3 		$139K Buy
+24,617
New +$164K 0.01% 676

Other funds holding PMM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
KIG
Kennedy Investment Group West Depford, New Jersey $255M AUM 20.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KMWM
Keudell/Morrison Wealth Management Salem, Oregon $529M AUM
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Ritholtz Wealth Management's PMM Position: Q4 2022 in Review

Ritholtz Wealth Management sold out of Franklin Managed Municipal Income Trust (PMM) in Q4 2022, closing a stake of 24,617 shares — an estimated $139K sold.

Ritholtz Wealth Management first reported a position in PMM in Q3 2022 and held it in 1 quarter. The position peaked at $139K in Q3 2022. 87 funds tracked by Wall St. Rank hold PMM as of Q4 2022.

  • Ritholtz Wealth Management reported no remaining Franklin Managed Municipal Income Trust position as of Q4 2022 after selling out during the quarter.
  • Ritholtz Wealth Management sold 24,617 Franklin Managed Municipal Income Trust shares in Q4 2022, an estimated $139K.
  • Ritholtz Wealth Management first reported a position in Franklin Managed Municipal Income Trust in Q3 2022 and held it in 1 quarter.
  • Ritholtz Wealth Management's Franklin Managed Municipal Income Trust position peaked at $139K in Q3 2022.
  • 87 funds tracked by Wall St. Rank held Franklin Managed Municipal Income Trust as of Q4 2022.

Based on Ritholtz Wealth Management's 13F filing for Q4 2022, filed 19 Jan 2023.